+724.9%
IWF vs ZBRA
+1,569.9%
-845.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | +0.6% |
| 7D | +1.5% | +2.6% | -1.1% | +0.7% |
| 30D | -1.3% | -6.4% | +5.1% | +0.7% |
| 3M | +0.1% | +51.3% | -51.2% | -13.5% |
| 6M | +10.3% | +60.5% | -50.2% | -7.2% |
| YTD | +4.2% | +45.2% | -41.0% | -10.2% |
| 1Y | +9.3% | +12.3% | -3.0% | +1.6% |
| 3Y | +79.3% | +37.5% | +41.8% | +50.8% |
| 5Y | +73.8% | -39.2% | +113.0% | +83.9% |
| 10Y | +410.9% | +417.0% | -6.1% | +162.3% |
| All | +724.9% | +1,569.9% | -845.0% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling